Configuring audit types

The base configuration contains the following audit types:

• Final Audit – Configured in the Workers’ Compensation and General Liability lines of business
• Premium Report – Configured in the Workers’ Compensation line of business
• Checking Audit – Not configured in any line of business

In addition, you can define and configure your own audit types.

Most audit types require that schedules of those audits be created for policy periods. Each audit schedule is for a particular audit type. The schedule properties are based on the audit schedule properties file for that audit type.

Using Final Audit as an example, the following illustration shows how audit schedules are linked to their properties files. The audit schedule is based on the audit schedule properties file for audit schedules of that audit type.

In an audit schedule properties file, you define properties of the audit schedule as well as basic properties of the audit type. Basic properties of the audit type include the audit method. This file also defines the schedule type, which specifies whether the audit has a single occurrence or occurs in a series. You can edit the properties file in Studio. However, only Product Designer uses this file. PolicyCenter does not.

In Product Designer, you can add new audit schedules based on the audit types. When you save an audit schedule and commit the changes, Product Designer writes the audit schedule to an audit schedule pattern XML file in PolicyCenter.